Baker Avenue Asset Management’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-10,200
Closed -$4.79K 437
2024
Q3
$4.79K Buy
+10,200
New +$4.36M ﹤0.01% 424

Other funds holding MSFT

Baker Avenue Asset Management's MSFT Position: Q2 2026 in Review

Baker Avenue Asset Management increased its Microsoft (MSFT) stake by 8.3% in Q2 2026, buying an estimated $11.7M and bringing the position to 376,429 shares worth $140M. The position accounts for 2.66% of the portfolio, ranked #4.

Baker Avenue Asset Management first reported a position in MSFT in Q2 2013 and has held it in 51 quarters since. The position peaked at $150M in Q3 2025. 6,223 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Baker Avenue Asset Management held 376,429 shares of Microsoft worth $140M as of Q2 2026.
  • Baker Avenue Asset Management bought 29,004 Microsoft shares in Q2 2026, an estimated $11.7M.
  • Microsoft made up 2.66% of Baker Avenue Asset Management's portfolio in Q2 2026, its #4 holding.
  • Baker Avenue Asset Management first reported a position in Microsoft in Q2 2013 and has held it in 51 quarters since.
  • Baker Avenue Asset Management's Microsoft position peaked at $150M in Q3 2025.
  • 6,223 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.